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Ishares Ibonds Dec 2027 Term T shares owned by Transcend Wealth Collective

Quarter-by-quarter ownership of Ishares Ibonds Dec 2027 Term T (IBTH) shares owned by Transcend Wealth Collective from 13F filings

Historical chart of Transcend Wealth Collective investment in Ishares Ibonds Dec 2027 Term T

Tip: Access up to 7 years of quarterly data

All positions including Ishares Ibonds Dec 2027 Term T held by Transcend Wealth Collective consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Ibonds Dec 2027 Term T by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $907k 40k 22.64
2024-06-30 $884k 40k 22.08

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International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

Top funds holding Ishares Ibonds Dec 2027 Term T

Morgan Stanley
GLOBALT Investments LLC / GA
Bank of America Corporation
Confluence Investment Management
Goss Wealth Management
Wells Fargo & Company
Envestnet Asset Management
Integrated Wealth Concepts
Stratos Wealth Partners
Raymond James Financial Services Advisors
Journey Advisory Group
Northwestern Mutual Wealth Management Company
Vista Private Wealth Partners
Hm Payson & Co
Commonwealth Equity Services

View all funds holding Ishares Ibonds Dec 2027 Term T